Optiom Insurance Advisor & Customer Retention
Location
calgary, ab
Job Type
Full-time
Category
Finance
Posted
June 07, 2026
Become part of Optiom Inc. as an Insurance Advisor and Customer Retention Specialist in Calgary, AB. This hybrid role involves actively engaging policyholders for retention and sales.
As an integral member of the retention and loyalty team, you will work to maintain customer relationships and drive policy renewals. The role includes a mixture of handling cancellation requests, conducting outreach for expiring policies, welcome calls, and managing sales inquiries. Your ability to connect with customers authentically and manage your workflow will be vital.
Key Responsibilities: • Take calls from policyholders seeking to cancel coverage • Conduct outreach to re-engage expiring policy customers • Make welcome calls confirming purchase satisfaction • Handle both inbound inquiries and outbound sales calls • Maintain accurate records and track daily targets
Requirements: • Must possess or plan to obtain Alberta Level 1 General Insurance License • 1–3 years in custom...
As an integral member of the retention and loyalty team, you will work to maintain customer relationships and drive policy renewals. The role includes a mixture of handling cancellation requests, conducting outreach for expiring policies, welcome calls, and managing sales inquiries. Your ability to connect with customers authentically and manage your workflow will be vital.
Key Responsibilities: • Take calls from policyholders seeking to cancel coverage • Conduct outreach to re-engage expiring policy customers • Make welcome calls confirming purchase satisfaction • Handle both inbound inquiries and outbound sales calls • Maintain accurate records and track daily targets
Requirements: • Must possess or plan to obtain Alberta Level 1 General Insurance License • 1–3 years in custom...